Position in VRSK
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$839,123
+$130,976 QoQ
Shares Held
4,674
+25.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#496
of 952 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VRSK Over Time
Shares Held
Position Value (USD)
Position in Consulting Services
Industrials · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $2,066,088 across 4 Consulting Services names. VRSK ranks #1 (40.6% of the industry book) .
All Filings in VRSK
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $839,123 | 4,674 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $708,147 | 3,732 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,355,561 | 6,060 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $816,149 | 3,245 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $994,931 | 3,194 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $785,419 | 2,639 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $627,980 | 2,280 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $501,621 | 1,872 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $468,477 | 1,738 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $421,249 | 1,787 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $586,640 | 2,456 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $269,549 | 1,141 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $248,406 | 1,099 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $212,197 | 1,106 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||